tail wagging this dog?

IMO, the recent trend in the Blue SP is being driven by a very small number - this doesn't appear to be a trend driven by well reasoned sizeable s'hldrs - if there is a concern, I find it difficult to identify or interpret & reluctant to change my long term support for Blue.

Slide 21 from today's release "Why Blue?" indicates just what Blue think they have - when can we expect some majors to take a healthy interest?, what might be the time line?